SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q2 2024
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,766
- +112 vs. Q1 2024
- Shares held
- 552.7M
- −29.3M (−5.0%) vs. Q1 2024
- Total value
- $299.6B
- −$3.80B (−1.3%) vs. Q1 2024
- New holders
- 206
- 1,577 more added
- Sold out
- 94
- 1,462 more reduced
51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 25,994 | $5.94M | 1.80% | +15,066+137.9% | Added |
| Sabal Trust CO | 10,910 | $5.94M | 0.35% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,736 | $5.84M | 0.53% | −3,686−25.6% | Reduced |
| Symphony Financial, Ltd. Co. | 10,662 | $5.83M | 1.06% | +4,008+60.2% | Added |
| Miramar Fiduciary Corp | 10,698 | $5.82M | 2.66% | +6,118+133.6% | Added |
| American Institute for Advanced Investment Management, LLP | 10,690 | $5.82M | 4.45% | −157−1.4% | Reduced |
| Shoker Investment Counsel, Inc. | 10,667 | $5.81M | 2.05% | −1,124−9.5% | Reduced |
| Per Stirling Capital Management, LLC. | 10,653 | $5.80M | 0.93% | +170+1.6% | Added |
| Skopos Labs, Inc. | 11,100 | $5.80M | 2.49% | 00.0% | Unchanged |
| Burns J W & Co Inc | 10,649 | $5.80M | 0.78% | +639+6.4% | Added |
| Wick Capital Partners, LLC | 10,612 | $5.78M | 2.01% | +1,608+17.9% | Added |
| Broderick Brian C | 10,600 | $5.77M | 1.18% | −562−5.0% | Reduced |
| Rebalance, LLC | 10,597 | $5.77M | 0.46% | +33+0.3% | Added |
| Hoylecohen, LLC | 10,567 | $5.75M | 0.44% | +107+1.0% | Added |
| Covenant Asset Management, LLC | 10,558 | $5.75M | 1.29% | +46+0.4% | Added |
| Auxano Advisors, LLC | 10,505 | $5.72M | 1.58% | +123+1.2% | Added |
| One Day In July LLC | 10,499 | $5.71M | 0.71% | −2,119−16.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,501 | $5.71M | 0.01% | −1,240−10.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 10,089 | $5.70M | 0.48% | +72+0.7% | Added |
| Annex Advisory Services, LLC | 10,447 | $5.69M | 0.20% | −21−0.2% | Reduced |
| White Pine Capital LLC | 10,445 | $5.68M | 2.15% | −385−3.6% | Reduced |
| Drexel Morgan & Co. | 10,436 | $5.68M | 1.22% | +200+2.0% | Added |
| Arkansas Financial Group, Inc. | 10,433 | $5.68M | 1.01% | +13+0.1% | Added |
| RWM Asset Management, LLC | 10,421 | $5.67M | 1.02% | +307+3.0% | Added |
| Waddell & Associates, LLC | 10,416 | $5.67M | 0.75% | +2,175+26.4% | Added |
| Emfo, LLC | 10,403 | $5.66M | 5.07% | +590+6.0% | Added |
| Windsor Capital Management, LLC | 10,383 | $5.65M | 1.75% | −255−2.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,376 | $5.65M | 3.51% | −25−0.2% | Reduced |
| Seelaus Asset Management LLC | 10,365 | $5.64M | 5.72% | −34−0.3% | Reduced |
| Halpern Financial, Inc. | 10,364 | $5.64M | 1.55% | −140−1.3% | Reduced |
| LCNB Corp | 10,355 | $5.64M | 2.11% | −104−1.0% | Reduced |
| Coordinated Financial Services, Inc. | 10,341 | $5.63M | 4.82% | −285−2.7% | Reduced |
| WorthPointe, LLC | 10,335 | $5.62M | 2.56% | −648−5.9% | Reduced |
| Clare Market Investments LLC | 10,324 | $5.62M | 1.57% | +502+5.1% | Added |
| Atom Investors LP | 10,316 | $5.61M | 0.56% | −16,519−61.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,275 | $5.59M | 0.43% | −787−7.1% | Reduced |
| Rehmann Capital Advisory Group | 10,238 | $5.58M | 0.40% | +1,356+15.3% | Added |
| Capital Analysts, LLC | 10,248 | $5.58M | 0.25% | +3,772+58.2% | Added |
| KKM Financial LLC | 10,434 | $5.57M | 2.64% | −50.0% | Reduced |
| M.D. Sass Investors Services, Inc. | 10,220 | $5.56M | 0.45% | +700+7.4% | Added |
| Truepoint, Inc. | 10,205 | $5.55M | 0.16% | +332+3.4% | Added |
| Equitec Proprietary Markets, LLC | 10,202 | $5.55M | 42.20% | +10,200+510,000.0% | Added |
| Macroview Investment Management LLC | 10,189 | $5.55M | 5.92% | +4,278+72.4% | Added |
| Capital Investment Advisory Services, LLC | 10,177 | $5.54M | 0.57% | +401+4.1% | Added |
| Founders Capital Management | 10,174 | $5.54M | 3.59% | +40+0.4% | Added |
| Garde Capital, Inc. | 10,170 | $5.54M | 0.38% | −166−1.6% | Reduced |
| Burney Co | 10,141 | $5.52M | 0.21% | +567+5.9% | Added |
| Aureus Asset Management, LLC | 10,098 | $5.50M | 0.38% | −800−7.3% | Reduced |
| Blue Fin Capital, Inc. | 10,091 | $5.49M | 1.10% | −21−0.2% | Reduced |
| Camelot Technology Advisors, Inc. | 10,082 | $5.49M | 5.11% | +15+0.1% | Added |
| Morris Financial Concepts, Inc. | 10,077 | $5.48M | 2.63% | −34−0.3% | Reduced |
| Vista Capital Partners, Inc. | 10,047 | $5.47M | 0.68% | −233−2.3% | Reduced |
| Laird Norton Trust Company, LLC | 10,000 | $5.46M | 0.77% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,031 | $5.46M | 0.43% | −53−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,005 | $5.44M | 0.17% | +613+6.5% | Added |
| Betterment LLC | 9,974 | $5.43M | 0.01% | +3,893+64.0% | Added |
| Providence First Trust Co | 9,970 | $5.43M | 2.45% | −50−0.5% | Reduced |
| Legacy Wealth Management, Inc | 9,965 | $5.42M | 0.39% | −204−2.0% | Reduced |
| Kanawha Capital Management LLC | 9,954 | $5.42M | 0.42% | −23−0.2% | Reduced |
| SL Advisors, LLC | 9,952 | $5.42M | 10.70% | −90−0.9% | Reduced |
| Fusion Family Wealth LLC | 9,948 | $5.41M | 0.55% | +23+0.2% | Added |
| Old Second National Bank of Aurora | 9,946 | $5.41M | 1.39% | −252−2.5% | Reduced |
| Mirabaud & Cie SA | 9,939 | $5.41M | 1.83% | −6,275−38.7% | Reduced |
| Syntax Research, Inc. | 9,940 | $5.41M | 4.28% | +27+0.3% | Added |
| American National Bank | 9,909 | $5.39M | 0.67% | −118−1.2% | Reduced |
| Naples Global Advisors, LLC | 9,869 | $5.39M | 0.54% | +7+0.1% | Added |
| Stevard, LLC | 9,893 | $5.38M | 4.65% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 9,880 | $5.38M | 9.06% | +660+7.2% | Added |
| Perennial Advisors, LLC | 9,853 | $5.36M | 1.20% | +396+4.2% | Added |
| Centennial Bank | 9,850 | $5.36M | 2.63% | +275+2.9% | Added |
| GeoWealth Management, LLC | 9,842 | $5.36M | 0.23% | −30,662−75.7% | Reduced |
| Defined Wealth Management, LLC | 9,815 | $5.34M | 3.72% | −20.0% | Reduced |
| Weaver Capital Management LLC | 9,806 | $5.34M | 1.72% | −307−3.0% | Reduced |
| Signify Wealth | 9,801 | $5.33M | 7.67% | −59−0.6% | Reduced |
| Clarity Financial LLC | 9,798 | $5.33M | 0.80% | +106+1.1% | Added |
| Absolute Capital Management, LLC | 9,788 | $5.33M | 3.22% | −353−3.5% | Reduced |
| Kearns & Associates LLC | 9,740 | $5.30M | 3.96% | −73−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 9,739 | $5.30M | 0.50% | −37−0.4% | Reduced |
| Independent Advisor Alliance | 9,734 | $5.30M | 0.18% | +1,606+19.8% | Added |
| Hohimer Wealth Management, LLC | 9,698 | $5.28M | 1.22% | +331+3.5% | Added |
| Jupiter Wealth Management LLC | 9,566 | $5.27M | 2.79% | −1,491−13.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,659 | $5.26M | 2.66% | +760+8.5% | Added |
| J. Goldman & Co LP | 9,652 | $5.25M | 0.20% | −39,662−80.4% | Reduced |
| S.A. Mason LLC | 9,633 | $5.24M | 2.98% | +19+0.2% | Added |
| Round Rock Advisors, LLC | 9,628 | $5.24M | 1.28% | −186−1.9% | Reduced |
| John W. Brooker & Co., CPAs | 9,601 | $5.22M | 2.62% | +20+0.2% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 9,597 | $5.22M | 2.87% | +1,015+11.8% | Added |
| Unionview, LLC | 9,592 | $5.22M | 4.26% | +76+0.8% | Added |
| Pacific Financial Group Inc | 9,582 | $5.21M | 3.70% | −453−4.5% | Reduced |
| Orca Investment Management, LLC | 9,578 | $5.21M | 4.97% | −233−2.4% | Reduced |
| Pinnacle Bancorp, Inc. | 9,530 | $5.19M | 1.53% | −964−9.2% | Reduced |
| ORG Partners LLC | 9,493 | $5.18M | 0.64% | +9,493 | New |
| Institute for Wealth Management, LLC. | 9,520 | $5.18M | 0.69% | −118,778−92.6% | Reduced |
| MTM Investment Management, LLC | 9,509 | $5.18M | 2.12% | +251+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,479 | $5.17M | 0.59% | −5−0.1% | Reduced |
| Private Capital Management, LLC | 9,485 | $5.16M | 0.61% | −20.0% | Reduced |
| Samalin Investment Counsel, LLC | 9,462 | $5.15M | 2.41% | −1,333−12.3% | Reduced |
| Tennessee Valley Asset Management Partners | 9,461 | $5.15M | 0.97% | +3,861+68.9% | Added |
| Madison Park Capital Advisors, LLC | 9,443 | $5.14M | 4.29% | +88+0.9% | Added |
| OmniStar Financial Group, Inc. | 9,414 | $5.12M | 4.64% | −2,009−17.6% | Reduced |